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Disclosery

LPL Financial LLC: CF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CF, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 113,920 CF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,920 shares
    Change vs previous 13F -5,613 shares

    <0.01% of the 13F portfolio, value $12,332,991.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,533 shares
    Change vs previous 13F +60,808 shares

    <0.01% of the 13F portfolio, value $15,520,181.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,725 shares
    Change vs previous 13F +7,044 shares

    <0.01% of the 13F portfolio, value $4,541,794.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,681 shares
    Change vs previous 13F +1,231 shares

    <0.01% of the 13F portfolio, value $4,635,742.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,450 shares
    Change vs previous 13F -17,339 shares

    <0.01% of the 13F portfolio, value $4,641,421.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,789 shares
    Change vs previous 13F +14,965 shares

    <0.01% of the 13F portfolio, value $5,297,682.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,824 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $4,506,941.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,548,772.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).